Key Investment Services LLC

CRD 136300 · Brooklyn, OH · $8.9B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 136300
SEC number: 801-65060
Firm type: RIA
Assets under management: $8.9B as of Jun 30, 2026
Website: www.key.com/kpb/our-approach/kis.html ↗
Phone: (888) 547-2968
Address: 4900 Tiedeman Road, Brooklyn, OH, 44144

Advisors at this firm

911 in our index · page 19 of 19

Carson William YounkerCRD 8294486 · Brooklyn, OH

Broker
Lonnie Dale ZellerCRD 6362784 · Aberdeen, WA

Broker
Cynthia Lorraine ZellersCRD 4453689 · Waterville, OH

Broker
Matthew R. ZvolenskyCRD 4580728 · Brooklyn, OH

Broker
Anthony ZakCRD 6344176 · Lakewood, OH

IA RegisteredBroker
Daniel ZamoshnikovCRD 6629661 · Vancouver, WA

IA RegisteredBroker

Disclosure event(s) on record
Mary E ZervosCRD 5634714 · Lee Center, NY

IA RegisteredBroker
Nicholas L ZervosCRD 6614521 · Massillon, OH

Broker
Logan M ZimmermanCRD 7140930 · Brooklyn, OH

IA RegisteredBroker
Robert Joseph ZimmermanCRD 6788914 · Amherst, NY

Broker
Luka ZuzaCRD 8166967 · Canton, OH

Broker

Source & corrections

Where this page comes from

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Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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